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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Tag Archives for: "SLATs"
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 Can We Use Funds from Our SLATs to Assist Our Son?
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By Harry Margolis
In Estate and Gift Taxes, Irrevocable Trusts
Posted October 16, 2024

Can We Use Funds from Our SLATs to Assist Our Son?

Question: My husband and I have SLATs set up. The only beneficiaries are our son and 2 grandsons. Our son lost his job and has been looking without luck for 4 months for a new one. He is very [...]

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Harry Margolis book: The Baby Boomers Guide to Estate Planning

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(An Amazon Prime Reading selection)

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